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Monday Morning Memo: Global ETF Industry Review, March 2025 March 2025 was another month with strong inflows for the global ETF industry. These inflows occurred in a volatile and negative market environment ... Find Out More
Q1 2025 U.S. Retail Scorecard – Update April 21, 2025  Retail sales growth in March largely fulfilled expectations. Headline sales rose 1.4% month-over-month (vs. consensus +1.3%), while sales excluding ... Find Out More
Friday Facts: U.S. ETF Industry Review, March 2025 March 2025 was another month with strong inflows for the U.S. ETF industry. These inflows occurred in a volatile and negative market environment ... Find Out More
Bond Market Turbulence Triggered Huge Concerns Bond Market’s Turbulence On April 2, Trump unexpectedly announced indiscriminate high "reciprocal tariffs," triggering an unprecedented storm in ... Find Out More
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U.S. Retail Earnings Update: August 30, 2024

To date, 181 of the 199 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2024, representing 91% of the index. Of those companies that have reported their quarterly results, 72% announced profits that beat analysts’ expectations, while 4% delivered on-target results and 24% reported earnings that fell below estimates. The Q2 2024 blended earnings growth estimate now stands at 14.4%. The blended revenue growth estimate for the 199 companies in this index is 3.7% for Q2 2024. Of those companies that have reported their quarterly results so far, 51% announced revenue that exceeded analysts’ expectations and
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AmericasCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightMarket & Industry InsightNorth AmericaPredicted SurprisePrice-MoRevenueSmartEstimateStarMineUncategorized
Aug 30, 2024
posted by Jharonne Martis

Q1 2024 U.S. Retail Scorecard – Update June 6, 2024

To date, 191 of the 201 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2024, representing 95% of the index. Of those companies that have reported their quarterly results, 73% announced profits that beat analysts’ expectations, while 1% delivered on-target results and 26% reported earnings that fell below estimates. The Q1 2024 blended earnings growth estimate now stands at 22.6%. The blended revenue growth estimate for the 201 companies in this index is 4.0% for Q1 2024. Of those companies that have reported their quarterly results so far, 53% announced revenue that exceeded analysts’ expectations and
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Charts & TablesEarningsEarnings InsightUncategorized
Jun 6, 2024
posted by Jharonne Martis

Q1 2024 U.S. Retail Scorecard – Update June 5, 2024

To date, 183 of the 201 companies in our Retail/Restaurant Index have reported their EPS results for Q1 2024, representing 91% of the index. Of those companies that have reported their quarterly results, 73% announced profits that beat analysts’ expectations, while 1% delivered on-target results and 26% reported earnings that fell below estimates. The Q1 2024 blended earnings growth estimate now stands at 22.5%. The blended revenue growth estimate for the 201 companies in this index is 4.0% for Q1 2024. Of those companies that have reported their quarterly results so far, 53% announced revenue that exceeded analysts’ expectations and
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Charts & TablesEarningsEarnings InsightUncategorized
Jun 5, 2024
posted by Jharonne Martis

Q2 2023 U.S. Retail Scorecard – Update Aug. 31, 2023

To date, 187 of the 200 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2023, representing 94% of the index. Of those companies that have reported their quarterly results, 79% announced profits that beat analysts’ expectations, while 5% delivered on-target results and 16% reported earnings that fell below estimates. The Q2 2023 blended earnings growth estimate now stands at 20.2%. The blended revenue growth estimate for the 200 companies in this index is 3.3% for Q2 2023. Of those companies that have reported their quarterly results so far, 63% announced revenue that exceeded analysts’ expectations and
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AmericasCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightMarket & Industry InsightNorth AmericaRegionRevenueUncategorized
Aug 31, 2023
posted by Jharonne Martis

Q2 2022 U.S. Retail Scorecard – Update August 30, 2022

To date, 185 of the 204 companies in our Retail/Restaurant Index have reported their earnings results for Q2 2022, representing 91% of the index. Of those companies that have reported their quarterly results so far, 74% announced that profits beat analysts’ expectations, while 2% delivered on-target results and 24% reported earnings that fell below estimates. The Q2 2022 blended earnings growth estimate now stands at -5.8%. The blended revenue growth estimate for the 204 companies in this index is 9.2% for Q2 2022. Of those companies that have reported their quarterly results so far, 61% announced revenue that exceeded analysts’
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AmericasCharts & TablesCompany ResearchConsumer InsightEarningsEarnings DashboardEarnings InsightMarket & Industry InsightNorth AmericaRegionRevenue
Aug 30, 2022
posted by Jharonne Martis

Worst Day in 8 Years for Lululemon Stock

Lululemon gives lackluster first quarter earnings guidance. And, Wall Street is taking the news very hard. Director of Consumer Research, Jharonne Martis talks with Reuters TV.
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EarningsVideoWebcast
Mar 31, 2017
posted by Jharonne Martis

Lululemon Athletica: A Strong Mission Can Overcome Adversity

A year ago, Lululemon Athletica Inc. (LULU.O) looked like it needed some of the deep breathing exercises popular in yoga classes. We covered its recent problems here. Now, we analyze how the company has emerged with new life. As CEO Potdevin said, we had a “very successful holiday season.” Indeed, Lululemon  posted stronger-than-expected Q4 results: earnings were up 9%, revenue rose 16.9% and Same Store Sales were up a whopping 11%. It continues to outperform the apparel industry for the most part (Exhibit 1). As a result, the stock is soaring. One interesting factor is that the bulk of its
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Company ResearchConsumer InsightEarnings InsightMarket & Industry InsightNorth AmericaStock Ideas
Mar 30, 2016
posted by Jharonne Martis

Idea of the Week: Lululemon Athletica Seeks Growth after Negative Publicity

Lululemon Athletica Inc. (LULU.O), upscale maker of yoga clothing, is expected to report a 2.7% growth in Q4 2015 earnings on March 30. In a weak retail environment, this specialty retailer has managed to overcome a massive amount of negative press questioning the quality of its product. Historically, not many luxury names have been able to overcome this type of setback. Lululemon’s mean earnings estimate is 80 cents per share, up 2.7% from last year’s 78 cents per share result. Revenue is also expected to show a gain of 15.4%, compared to a year ago (Exhibit 1). Exhibit 1: Lululemon
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Consumer InsightEarnings InsightIdea of the WeekNorth America
Mar 29, 2016
posted by Jharonne Martis
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